智通财经APP获悉，全球最大规模半导体设备制造商之一应用材料(AMAT.US)在周四美股收盘后公布最 新季度业绩与未来展望报告，数据显示，覆盖几乎全套高端半导体设备的应用材料公司给出了超预期季 度业绩以及无比强劲的未来业绩指引区间，凸显出在全球范围AI算力基础设施建设浪潮如火如荼以 及"存储芯片超级周期"宏观背景之下，半导体设备厂商们也迎来超级增长周期，它们将是AI芯片(涵盖 AI GPU/AI ASIC)与DRAM/NAND存储芯片产能急剧扩张趋势的最大规模受益者。 应用材料股价在美股盘后交易中一度暴涨超14%，主要因该公司给出了出人意料的极度强劲营收预测区 间，表明人工智能与存储类半导体需求正在大幅推动台积电等芯片制造领军者们加速推进半导体高端制 造设备采购。 市场最为聚焦的业绩展望方面，这家美国最大规模的半导体制造设备与先进封装设备供应商预计，其 2026财年第二季度营收约为76.5亿美元，上下浮动范围约5亿美元，相比之下，华尔街分析师们对于应 用材料该财季(截至今年4月)的平均营收预期为70.3亿美元——要知道，随着3nm及以下先进制程AI芯片 扩产与CoWoS/3D先进封装产能、DRAM/NAND存 ...

每经AI快讯，2月13日，应用材料公司公布季度财报后，盘后交易中其股价上涨12.77%。 ...

Core Viewpoint - The company predicts that its revenue and profit for the second quarter will exceed market expectations, driven by the growth in demand for artificial intelligence processors and a global memory shortage [1] Group 1: Company Performance - The company expects second-quarter sales to be approximately $7.65 billion, with a variance of plus or minus $500 million, compared to the market expectation of $7.01 billion [1] - The CEO, Gary Dickerson, stated that accelerated investment in artificial intelligence computing is driving the company's performance growth [1] Group 2: Market Impact - The optimistic outlook from the company has boosted market sentiment, leading to stock price increases for peers Lam Research and KLA, which rose nearly 3% in after-hours trading [1] - The rapid construction of artificial intelligence infrastructure is consuming a significant portion of the global memory chip supply, enhancing production capacity and further driving sales for the company [1] Group 3: Industry Trends - There is a growing demand for higher performance and energy-efficient chips, which is driving rapid growth in frontier logic, high-bandwidth memory, and advanced packaging [1]

经济观察网 应用材料公司近期动态显示，其2026财年第一财季业绩指引乐观，同时出口管制影响有望 缓解，行业需求前景向好。 业绩经营情况 应用材料在2025年11月公布2025财年财报时，对2026财年第一财季（截至2026年1月）给出了乐观指 引，预计营收为68.5亿美元（上下浮动5亿美元），调整后每股收益为2.18美元（上下浮动0.20美元）， 均超出分析师预期。实际业绩发布可能在未来几周内成为焦点。 行业政策与环境 美国在2025年10月实施的出口管制规则曾导致公司向中国客户交付复杂化，预计2026财年营收将减少6 亿美元。但该规则在2025年底暂停后，应用材料确认2026财年可恢复约6亿美元销售额，后续政策执行 情况仍需关注。 行业状况 公司首席财务官Brice Hill指出，基于客户反馈，晶圆制造设备支出可能从2026年下半年开始加速增长， 主要受AI芯片生产需求推动，这或部分抵消出口限制的负面影响。 股票近期走势 2026年2月4日，应用材料股价下跌6.61%，报297.6美元，成交额达43.95亿美元；Citigroup同日维持"买 入"评级，目标价400美元。这一波动反映了市场对短期业绩和宏观因 ...

股票近期走势 2月11日股价走势：应用材料股价当日上涨3.65%，收盘报341.10美元，盘中最高触及344.34美元，振幅 4.08%。成交额达14.25亿美元，换手率0.53%。近5日累计涨幅14.62%，显著跑赢纳斯达克指数(-0.07%) 和半导体板块(2.36%)。 板块表现 经济观察网应用材料公司(AMAT.OQ)于2025年11月15日发布2025财年第四季度及全年财报。全年营收 达283.7亿美元，创历史纪录，同比增长4%；非GAAP每股盈余9.42美元，同比增长9%。尽管第四季度 营收68亿美元(同比小幅下降3%)，但GAAP每股盈余2.38美元，同比增长14%。公司CEO盖瑞.狄克森指 出，AI普及推动了对先进半导体和晶圆制造设备的巨额投资，使公司在逻辑芯片、DRAM和先进封装 领域保持领先地位。CFO布莱斯.希尔进一步表示，公司已为2026年下半年起的更高需求做好准备，研 发投入聚焦于节能芯片等新技术。 2月11日美股半导体板块整体上涨2.36%，而纳斯达克指数微跌0.07%。应用材料作为半导体设备龙头， 其上涨与AI资本开支升温直接相关。当日美股科技股分化明显，软件股受AI替代担忧拖累 ...

Core Viewpoint - UBS raised the target price for Applied Materials (AMAT.OQ) from $285 to $405, reiterating a "Buy" rating, driven by long-term growth prospects from the AI-driven semiconductor expansion [1] - Citigroup maintained a "Buy" rating with a target price of $400, highlighting the company's robust profitability [1] Company Performance - Applied Materials' stock experienced significant volatility, dropping 6.61% to $297.6 on February 4, with a trading volume of $4.395 billion; it rebounded over the next five trading days, closing at $329.07 on February 10, marking a cumulative increase of 3.26% over five days and a year-to-date increase of 28.05% [2] - On February 6, the stock saw a single-day increase of 6.09%, reflecting market attention on semiconductor equipment demand [2] Industry Events - The global semiconductor industry has seen positive developments, with South Korea's chip exports soaring 137.6% year-on-year in the first ten days of February, primarily driven by AI demand [3] - Samsung Electronics is set to ship its HBM4 products, which may boost demand for upstream equipment manufacturers [3] - Despite a short-term pullback, the semiconductor industry maintains growth expectations driven by AI and advanced packaging technologies [3]

Core Viewpoint - UBS analyst Timothy Arcuri has significantly raised the target price for Applied Materials Inc. (AMAT.US) from $285 to $405, maintaining a "Buy" rating for the stock [1] Group 1: Company Performance - The company's stock price has surged nearly 80% over the past year, driven by a robust growth outlook [1] - Applied Materials provides materials engineering solutions for the global semiconductor and display panel industries, supplying a combination of equipment, services, and software to technology manufacturers [1] Group 2: Industry Trends - The expansion of Applied Materials aligns with the growth of the semiconductor manufacturing industry, fueled by increasing demand in industrial IoT devices, electric vehicles, and artificial intelligence [1] - New chip manufacturing plants are long-term projects, often taking years from planning to production, and once operational, require ongoing maintenance and upgrades, creating a stable revenue stream for Applied Materials [1] Group 3: Financial Strength - The company maintains strong operating profit margins and returns all free cash flow to shareholders through dividends and stock buybacks [1]

伯恩斯坦：将应用材料(AMAT.US)目标价从325美元上调至390美元。 ...

作者：情报员 声明：市场有风险，投资需谨慎。本文为AI基于第三方数据生成，仅供参考，不构成个人投资建议。 本文源自：市场资讯 国家知识产权局信息显示，应用材料公司取得一项名为"保持设计文档内的分层结构信息"的专利，授权 公告号CN114616597B，申请日期为2019年11月。 ...

作者：情报员 国家知识产权局信息显示，应用材料公司取得一项名为"用于半导体处理系统的底部净化"的专利，授权 公告号CN115443528B，申请日期为2021年3月。 声明：市场有风险，投资需谨慎。本文为AI基于第三方数据生成，仅供参考，不构成个人投资建议。 本文源自：市场资讯 ...